Top 4 Free Notion CRM Templates

Notion can be used as a simple CRM for your business (managing clients) or personal use (managing contacts like friends and people).

Of course, a straightforward way to maintain a lightweight CRM is to use Excel or Airtable. 

But, as a Notioneer, I would like to manage this in Notion. 

Because with Notion:

  • You have good note taking abilities
  • You can integrate CRM with the rest of your systems like task management, project management, meetings, etc. I strongly suggest this!

What if you’re already using fully-fledged CRMs like SalesForce or HubSpot?

If so, please proceed. You may want to incorporate the mini-CRM with an automatic back-end (such as by using Zapier or Integromat), so this mini-CRM fits seamlessly into your Notion solution.

Here are some of the templates I really liked for creating your own CRM with Notion.

Best CRM Templates for Notion

Advanced CRM

Advanced CRM
πŸ‘·β€β™‚οΈ Creator: Alex Sherwood
πŸ’° Price: $0
A lightweight CRM template that contains databases for sales opportunities, companies, people, meetings, and products. Clever use of relations, rollups and formulas for insights.
Score 🌟 98%

All-in-one Freelancer CRM Notion Template

All-in-one Freelancer CRM Notion Template
πŸ‘·β€β™‚οΈ Creator: Francisco Eduardo
πŸ’° Price: $12
It couldn’t be easier to manage your business as a freelancer! This amazing Notion Template is the perfect tool for managing prospects, client projects, and sales proposals. This template includes: – Freelancer Workspace – 7+ databases (structured as robust CRMs, like Salesforce) – Sales proposal template to share with clients – Second brain to take notes – Template documentation
Score 🌟 97%

CRM Table

CRM Table
πŸ’° Price: $0
For agencies and businesses, this CRM template is a simple but effective way to manage all of their client’s data in one place. You can organize the tasks based on priority. It is possible to view the data in tables or in a board format.
Score 🌟 92%

People HQ – CRM

People HQ – CRM
πŸ’° Price: $0
Really impressive database for managing contacts and your relationships with people. You can add people’s contact details, the area of interest, contact dates, birthdays, so that you’ll be reminded, etc.
Score 🌟 89%